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Arlington Trust’s Hyster-Yale Materials Handling HY Stock Holding History

Arlington Trust’s Portfolio HY Stock Details HY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,497
Closed -$55.2K – 530
2025
Q3 		$55.2K Hold
1,497
– – 0.01% 345
2025
Q2 		$59.6K Hold
1,497
– – 0.01% 334
2025
Q1 		$62.2K Hold
1,497
– – 0.01% 332
2024
Q4 		$76.2K Hold
1,497
– – 0.02% 299
2024
Q3 		$95.5K Hold
1,497
– – 0.02% 266
2024
Q2 		$104K Buy
+1,497
New +$102K 0.02% 249
2024
Q1 		– Sell
-3
Closed -$187 – 677
2023
Q4 		$187 Buy
+3
New +$143 ﹤0.01% 896

Other funds holding HY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
V
ValueWorks New York $479M AUM 117.71% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Arlington Trust's HY Position: Q4 2025 in Review

Arlington Trust sold out of Hyster-Yale Materials Handling (HY) in Q4 2025, closing a stake of 1,497 shares — an estimated $55.2K sold.

Arlington Trust first reported a position in HY in Q4 2023 and held it in 7 quarters. The position peaked at $104K in Q2 2024. 143 funds tracked by Wall St. Rank hold HY as of Q4 2025.

  • Arlington Trust reported no remaining Hyster-Yale Materials Handling position as of Q4 2025 after selling out during the quarter.
  • Arlington Trust sold 1,497 Hyster-Yale Materials Handling shares in Q4 2025, an estimated $55.2K.
  • Arlington Trust first reported a position in Hyster-Yale Materials Handling in Q4 2023 and held it in 7 quarters.
  • Arlington Trust's Hyster-Yale Materials Handling position peaked at $104K in Q2 2024.
  • 143 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q4 2025.

Based on Arlington Trust's 13F filing for Q4 2025, filed 30 Jan 2026.